Financial Planning & Analysis Manager

Department: Accounting/Finance

Employment Type: Full Time

Location: Houston, TX

Description

Key Responsibilities

•   Lead the annual budgeting process, working with project management and operations teams to ensure realistic and aligned financial goals.
• Develop, maintain, and enhance financial models to support forecasting, scenario planning, and decision-making.
• Monitor and analyze actual financial performance against budgets and forecasts, identifying key variances and recommending corrective actions.
• Partner with accounting, project controls, and operations to ensure accurate and timely financial data for reporting and analysis.
• Prepare monthly and quarterly financial performance reports for senior management, highlighting trends, risks, and opportunities.
• Provide strategic insights on cost optimization, margin improvement, and capital allocation.
• Support the Director of Financial Reporting with consolidated reporting, board presentations, and long-term financial planning initiatives.
• Manage and mentor one FP&A Analyst, ensuring high-quality analysis, development, and career growth.
• Drive process improvements in budgeting, forecasting, and reporting to improve accuracy and efficiency.
• Stay current with construction market trends, cost drivers, and industry benchmarks to inform financial strategy.

Skills, Knowledge and Expertise

•  8 - 10 years of progressive experience in financial planning, analysis, or corporate finance, preferably within the construction or project-based industries.
• Proven success developing, managing, and refining budgets, forecasts, and multi-scenario financial models to support operational and strategic decision-making.  

• Financial Modeling & Forecasting: Expert in building, maintaining, and interpreting financial models that inform budgeting and planning decisions.
• Analytical Thinking: Strong ability to evaluate complex data sets, identify trends, and draw clear conclusions that influence strategy.
• Communication: Skilled at presenting financial insights and recommendations in a clear, concise, and persuasive manner to both financial and non-financial audiences.
• Collaboration: Proven success working across departments, especially operations, accounting, and project management, to ensure data accuracy and financial alignment.  

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.  

• Preferred: Professional certifications such as CFA, CPA, or CMA.

• Strong understanding of budgeting, forecasting, variance analysis, and cash flow management.
• Working knowledge of construction industry financial practices, including project accounting, cost control, and contract structures.
• Familiarity with financial regulations, compliance standards, and internal control frameworks.
• Understanding of ERP systems, project management tools, and data visualization/reporting platforms.  

•  Detail-Oriented: Maintains high accuracy in financial modeling, reporting, and analysis.
• Strategic and Business-Minded: Connects financial outcomes to broader operational and company goals.
• Collaborative: Builds strong working relationships across finance, operations, and executive leadership teams.
• Clear Communicator: Translates complex financial concepts into accessible insights for diverse audiences.
• Adaptable: Adjusts quickly to shifting project demands, market changes, and business priorities.   

•  English Required